WALNUT CREEK, CACRD 108911Latest ADV March 10, 2026
Hahn Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Walnut Creek, CA. Its latest Form ADV filing, dated March 10, 2026, reports $390M in regulatory assets under management, 5 employees, and 69 accounts.
Assets Under Management
$390M
Employees
5
Offices
--
Total Clients
69
Primary office
WALNUT CREEK, CA
1801 OAKLAND BOULEVARD, STE 315, WALNUT CREEK, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 72.5% of total clients.
Top client categories% of clientsClients
1
HNWI
72.5%
50
2
WRAP AND UMA/SMA PLATFORMS
20.3%
14
3
Charitable
5.8%
4
4
Corporations
1.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$390Mas of March 10, 2026
Discretionary33.6%
$131M
34% of total RAUM33.6%
Non-discretionary66.4%
$259M
66% of total RAUM66.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$390M
Total Accounts69
10Y AUM Change$-1.2B (-75.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee14:1
10Y Employee Change-2 (-28.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.